ERISA Compliant (HSA)
Maximize Your Benefits and Tax Savings
We can mirror your 401(k) plan line-up to simplify plan adoption!
Our first-dollar investing allows your employees to invest right away, no minimum balance required.
Account holders can choose from over 100 investment options, including Vanguard, Dimensional, Franklin Templeton and more. We can even mirror 401(k) plans under our management process.
No Transaction Fees
We don’t have investment transaction fees. This allows your employees to shift from spending, to saving, to investing, as their medical needs change over time.
Easy to Use
After enrolling your group, you’ll be assigned an Account Manager, who will walk you through the on-boarding process and be your go-to person for all your questions moving forward.
Clear Financial Strategies
Clear Financial Strategies provides small to mid-sized businesses; the owners, executives, and families, a fiduciary process to enhance their opportunity for financial success.
1750 E. Golf Rd, Suite 230
Schaumburg, IL 60173
Phone: (844) 372-5900
Investments involve various risks, including the possibility of loss of some or all of your investment. This website and information are provided for educational purposes only and should not be considered financial advice. Consult with your legal and tax consul before implementing any financial strategies.
© 2018 Clear Financial Strategies, LLC, – All rights reserved